In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Hari Ramachandra. Stig’s pick is Uber, the world’s largest ride-hailing company. Tobias is pitching Bath & Body Works, a category leader in home and personal fragrance. Hari’s stock of choice is Merck, a pharmaceutical giant that owns the blockbuster oncology drug.

IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:23 - Stig’s bull case for Uber (Ticker on NYSE: UBER). 
17:15 - The bear case for Uber, including the regulatory risk.
58:37 - Why Hari is bullish on Merck (Ticker on NYSE: MRK).
01:12:10 - The bear case for Merck, including the “Keytruda patent cliff.”
01:17:32 - Why Toby is bullish on Bath & Body Works (Ticker on NYSE: BBWI).
01:27:10 - The bear case of Bath & Body Works, including the debt level. 
And so much more! 

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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